Inbound Customer Payments Permissions

Permissions for Community Users

This table identifies permission sets that you might need to assign to Community users for access to the Asperato Integration functionality. For more information about using permission sets to manage your users' access to these objects, see Managing User Access with Permission Sets.

Permission Set Name

Level

Description

ASP Connector - FM Community Make Payment 2 Assign this to FM Community users who want to pay individual or multiple sales invoices, or individual billing documents.
FM Community - Sales Invoice 2 Assign this permission set to users that manage sales invoices using Community.

Permissions for Internal Users

This table identifies permission sets that you might need to assign to internal users for access to the Asperato Integration functionality. In addition, you must assign appropriate Asperato ONE permissions to internal users. For more information about these permission sets, see the Asperato ONE documentation or contact the Asperato Onboarding team.

Permission Set Name

Level

Description

ASP Connector 1 Assign this to Asperato Integration users who need all the permissions described in the permission sets listed below.
ASP Connector - Accounting Sales Invoice Create Payment 2

Assign this to Asperato Integration users who need to create payments for sales invoices. This permission set allows users to create payments for both individual and multiple sales invoices. This permission set includes access to the following objects:

  • Account Payment Details
  • Bank Account
  • Sales Invoice
ASP Connector - Billing Document Create Payment 2

Assign this to Asperato Integration users who need to create payments for single billing documents. This permission set includes access to the following objects:

  • Bank Account
  • Billing Document
ASP Connector - Administration 2

Assign this to Asperato Integration users who need to configure accounts and bank accounts to process customer receipts. This permission set includes access to the following objects:

  • Bank Account
  • Payment Integration Method

Permissions for Single Payment for Multiple Invoices

To use the single payment for multiple sales invoices functionality, internal users must have the following Asperato ONE and Certinia permissions assigned.

  • Accounting - Cash Entry - Save
  • Accounting and Billing - Accounting Currencies - Read Access
  • Accounting and Billing - Sales Invoice - Edit
  • Accounting and Billing - Select Company
  • Accounting and Billing - Transactions - Read Access
  • ASP Connector - Accounting Sales Invoice Create Payment
  • Asperato Standard User
  • Asperato Full Admin (for users who need to set up the inbound payments functionality in Asperato ONE)

For more information on these permission sets, see: